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How to Upload InterCo Open Balances

Posted by Sara Duong, Consultant on Jun 20, 2022 8:53:07 AM

Congratulations! You are ready to go live with NetSuite! Before you start entering live transactions, the Opening Balance Sheet needs to be entered; this is your starting balance for your financial statements. Normally, this is a simple Journal Entry upload of your last closed period’s Balance Sheet. However, if you have Intercompany Accounts with balances, then a simple one step Journal Entry will not be enough. Intercompany Accounts require additional set up and separate Journal Entries for each customer or vendor.

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Tags: NetSuite, NetSuite How To's, Accounting, NetSuite Tips, Financial, Intercompany Accounts, Go Live, Open Balance Upload, Open Transaction Upload

Change in JP Morgan Chase Connections for U.S. Bank Feeds in NetSuite

Posted by Kevin Suh, NetSuite Administrator on May 4, 2022 2:27:54 PM

You might have received a notice last month regarding the news that JP Morgan Chase (JPMC) is moving away from Screen Scraping technology and will no longer support connections to their credential-based sites. Per notification, this change is part of JPMC’s transition to Open Banking technology which aims to improve security and ensure smooth bank feeds connection. If you are using the NetSuite Bank Feeds SuiteApp which may be importing data from the JP Morgan Chase & Co. (JPMC) financial institution, you might have encountered the bank data import errors on or after April 21, 2022.

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Tags: NetSuite, Reporting, NetSuite How To's, Accounting, NetSuite Tips, Financial, Bank Reconciliation, Bank Account, data, Excel, Bank Statements

Excel Tip – Solver Add On

Posted by Sara Duong, Consultant on May 3, 2022 12:37:13 PM

You find yourself working with columns and columns of data for a client. In this particular scenario, you need to find a combination of transactions that total a certain amount. As you can imagine, this can be endless amounts of combinations to iterate through. There is a data trick using an Excel add-in called Solver. Here’s how it works...

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Tags: NetSuite, NetSuite How To's, NetSuite Tips, data, Calculate Total, Excel

Troubleshoot Integration Concurrency Problems

Posted by Sara Duong, Consultant on May 2, 2022 1:31:45 PM

What is Integration Governance? Integration Governance helps manage the multiple 3rd party integration calls or internal script requests. It is very likely you may run into a concurrency issue if your NetSuite environment is heavily customized with scripts, have several API or EDI connections such as marketplace integrations (Amazon, eBay, HomeDepot, etc), and/or have 3PL connections. NetSuite limits the number of simultaneous calls into NetSuite at one time. When this happens, your call will fail and result in an error.

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Tags: NetSuite, NetSuite How To's, NetSuite Tips, NetSuite Integrations, SuiteCloud, NetSuite Administrator, Concurrency, Performance, Connectors

Leveraging SuitePromotions Capabilities

Posted by Jose Moreno, Consultant on Apr 26, 2022 9:46:33 AM

In today’s competitive e-commerce environment, promotions can make all the difference. Managing effective promotions can help drive sales and increase customer satisfaction. After all, who doesn’t like a good deal? A customer is more likely to make a purchase when they see a savings opportunity, and Netsuite’s SuitePromotions can help incentivize customers to spend more by offering stackable promotions, best offer, and free shipping, to name a few features. We’ll take a brief look and learn how to set up a promotion using the SuitePromotions feature in Netsuite.

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Tags: NetSuite, NetSuite How To's, NetSuite Tips, SuitePromotion, Marketing, Sales, Coupons, Promotions

Write Off Bad Debt

Posted by Mariella Marquez, Consultant on Apr 25, 2022 11:08:46 AM

Have you noticed small increments of one or two pennies in your A/R Aging report? Do you have some bad debt that you need to write off your books due to unresponsive clients? The following process will walk you through how to enter a Journal and process the customer payment to remove these from your Accounts Receivable reporting.

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Tags: NetSuite, Reporting, NetSuite How To's, Accounting, NetSuite Tips, Financial

Netsuite WMS: Automating Wave Release

Posted by Jose Moreno, Consultant on Apr 20, 2022 9:35:56 AM

In a previous blog, we reviewed the Netsuite WMS wave release feature which offers a powerful tool for managing warehouse fulfillment activities. In this blog, we’ll further extend the concepts we’ve learned so far and step into wave automation.

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Tags: NetSuite, NetSuite How To's, Warehouse Management System (WMS), NetSuite Tips, Wave Release, WMS, Wave, Netsuite WMS, Order Fulfillment

Netsuite WMS: A Primer On Wave Release

Posted by Jose Moreno, Consultant on Apr 19, 2022 8:54:09 AM

One of the most important decisions a warehouse manager has to make is how to prioritize order fulfillment activities in the warehouse. There are many parameters that determine what orders get fulfilled first, and it is important to have a tool that is both flexible and robust enough to support the warehouse manager’s activities and make sure both fulfillment deadlines and customer satisfaction goals are met. In comes Netsuite WMS Wave Release to the rescue. 

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Tags: NetSuite, NetSuite How To's, Warehouse Management System (WMS), NetSuite Tips, Wave Release, WMS, Wave, Supply Chain Management, Netsuite WMS

Customizing View – Additional Filters in NetSuite Pages

Posted by Mariella Marquez, Consultant on Mar 30, 2022 1:00:00 PM

Have you ever found yourself scrolling page after page after page to find the one transaction record you know is in Related Record or under the customer sales tab? You might benefit from adding filters to your view to easily reduce the transactions that populate and really dig into the data you’re searching for.

 

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Tags: NetSuite, Reporting, NetSuite How To's, NetSuite Tips

Why Use NetSuite’s Merchandise Hierarchy?

Posted by Mariella Marquez, Consultant on Mar 4, 2022 4:15:01 PM

Are you in need of identifying consumer buying patterns and want to quickly view which product is over or under performing? Merchandise Hierarchy helps achieve this plus provides a quick view of your products while allowing for category changes during different time periods. This can be a great tool if you are continuously launching new limited release collections or have multiple seasonal offerings.

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Tags: NetSuite, Reporting, NetSuite How To's, Inventory Management, Product Review

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